Interact to see
Advertisement
Advertisement
LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$14.16
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets116.26M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
LGSCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LGSCX vs. NAESX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LGSCX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LGSCX (116M). NAESX pays higher dividends than LGSCX: NAESX (1.20) vs LGSCX (0.33). LGSCX was incepted earlier than NAESX: LGSCX (23 years) vs NAESX (65 years). LGSCX (1.62) is less costly to investors than NAESX (0.17). LGSCX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). LGSCX has a lower initial minimum investment than NAESX: LGSCX (0) vs NAESX (3000). LGSCX annual gain was more profitable for investors over the last year : 14.68 vs. NAESX (13.62). NAESX return over 5 years is better than : 66.60 vs. LGSCX (41.15).
| LGSCX | NAESX | LGSCX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | 14.378 | 6.494 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 161B | 0% |
| Annual Yield % from dividends | 0.33 | 1.20 | 27% |
| Returns for 1 year | 14.68 | 13.62 | 108% |
| Returns for 3 years | 36.32 | 39.23 | 93% |
| Returns for 5 years | 41.15 | 66.60 | 62% |
| Returns for 10 years | 14.47 | 132.36 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers